See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,480 | $57,016-41.3% | $84,966-60.6% | $80,856-58.6% |
| Participation rate | 75.0% | 56.3%+18.7pp | 67.5%+7.5pp | 67.6%+7.4pp |
| Annual return | 16.03% | 21.66%-5.6pp | 66.38%-50.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $272 | $1,798-84.8% | $2,727-90.0% | $2,755-90.1% |
| Participant deferral / active EE | $3,170 | $3,110+1.9% | $4,519-29.9% | $4,296-26.2% |
| Admin fee / account holder | $24,462 | $4,980+391.2% | $6,149+297.8% | $6,918+253.6% |